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PMG Family Office’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

PMG Family Office’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Buy
95,395
+2,911
+3% +$26.7K 0.84% 46
2026
Q1 		$797K Buy
92,484
+1,796
+2% +$16.8K 0.89% 46
2025
Q4 		$860K Sell
90,688
-33,875
-27% -$309K 0.99% 38
2025
Q3 		$1.13M Buy
+124,563
New +$1.11M 1.27% 30

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG Family Office's BDJ Position: Q2 2026 in Review

PMG Family Office increased its BlackRock Enhanced Equity Dividend Trust (BDJ) stake by 3.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 95,395 shares worth $913K. The position accounts for 0.84% of the portfolio, ranked #46.

PMG Family Office first reported a position in BDJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2025. 217 funds tracked by Wall St. Rank hold BDJ as of Q2 2026.

  • PMG Family Office held 95,395 shares of BlackRock Enhanced Equity Dividend Trust worth $913K as of Q2 2026.
  • PMG Family Office bought 2,911 BlackRock Enhanced Equity Dividend Trust shares in Q2 2026, an estimated $26.7K.
  • BlackRock Enhanced Equity Dividend Trust made up 0.84% of PMG Family Office's portfolio in Q2 2026, its #46 holding.
  • PMG Family Office first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2025 and has held it in 4 quarters since.
  • PMG Family Office's BlackRock Enhanced Equity Dividend Trust position peaked at $1.13M in Q3 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.